How to Configure an Update Plan Action for Plan Automations in OnePlan

Direct Answer: How to Configure an Update Plan Action for Plan Automations in OnePlan

To configure an Update Plan action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Update Plan, optionally add users to the plan's Shared With list, select the plan-level fields to update and set their new values, then select Update to save.

What This Article Covers: Update Plan Action

This article explains how to configure the Update Plan action for Plan Automations in OnePlan. Use this action to automatically update one or more plan-level fields when an automation is triggered.

What you will accomplish
By the end of this article, you will be able to configure an Update Plan action, including which plan fields are updated and how to optionally manage plan access as part of the update.

Before You Begin: Update Plan Action

Before you begin, make sure you have:

A OnePlan account with Licensed permissions
Contributor or Owner access to the plan
A Plan Automation trigger already configured

See trigger articles: How to Configure a When a Date Passes Trigger for Plan Automations in OnePlan, How to Configure a When a Field Changes Trigger for Plan Automations in OnePlan, How to Configure a When a Process Step Changes Trigger for Plan Automations in OnePlan, How to Configure a When an Item Is Created Trigger for Plan Automations in OnePlan.

Why This Matters: Update Plan Action

The Update Plan action in OnePlan automatically changes plan-level field values when a trigger condition is met. This is commonly used to update status, flags, or numeric fields, apply governance-driven field changes, and ensure plan data stays consistent as the plan progresses.

Step-by-Step: Configuring an Update Plan Action in OnePlan

Task: Add the Update Plan Action

In the Plan Automations editor, select Add Automation Action.
Choose Update Plan from the list.

The Edit Update Plan panel opens on the right side of the screen.

add update action.png

Task: Add Users to the Plan Shared With List (Optional)

Use the Shared With section to add users or teams to the plan's Shared With list. This ensures the appropriate people have access to the plan when changes are made by the automation.

In the Shared With dropdown, select how users should be determined. Options include:

Plan Field — Select a plan-level user field.
Specific User — Select one or more individual users.
Specific Team — Select one or more resource teams.

If required, select the Access Level for the user.

select access level.png

Task: Configure the Plan Fields to Update

Select Add Field.
Choose the plan-level field you want to update.
Enter or select the value that the field should be updated to.
Repeat to update additional fields as part of the same action.

To remove a field, select the trash can icon next to it.

Note: Available fields and valid values depend on the selected plan type and field configuration.

add fields to update.png

Task: Save the Action

Review the user selection and field updates.
Select Update to save the Update Plan action.
When finished configuring the automation, select Save.

Frequently Asked Questions: Update Plan Action

Q: Can I update multiple fields in a single Update Plan action in OnePlan?
A: Yes. In OnePlan, a single Update Plan action can update multiple plan-level fields at once. Select Add Field for each additional field you want to update in the same action.

Q: Can I use the Update Plan action to change a plan's process step in OnePlan?
A: In OnePlan, updating a plan's process step field is done through the Change Process Step option available within certain action configurations (such as approval actions). The Update Plan action updates plan-level data fields.

Q: What fields can I update with the Update Plan action in OnePlan?
A: In OnePlan, the available fields depend on the plan type and your environment configuration. Fields that can be updated include choice fields, number fields, date fields, user fields, and other plan-level metadata. Text fields are also supported.

What to Do Next: Update Plan Action

Add more actions to your automation:

Review the full configuration process:

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